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AllocatorsPlancorporate pension<100m

Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust

Allocators

SAN Antonio, TX

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Search this name across graphsid dfx:al:273f8cdc-29b0-4b7b-9a24-82258bbb1d28

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $44.1Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 118%
Participants: 386
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	0	$3,777	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	6	$2.5M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	94	$41.5M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Pentegra Services, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Jefferson BankPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

→ Pentegra Services, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust funded ratio 115.2% -> 118.1% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust plan assets $47M -> $38M (-19.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust funded ratio 163.3% -> 115.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:273f8cdc-29b0-4b7b-9a24-82258bbb1d28
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust

Allocators

SAN Antonio, TX

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:273f8cdc-29b0-4b7b-9a24-82258bbb1d28

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

U.S. Government securities

n/a

$3,777

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$2.5M

Dec 31, 2024

Derived

Registered investment companies

n/a

$41.5M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Pentegra Services, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension